Stock market exposure through the most talented fund managers in the UK
An investment in the UK stock market is a logical starting point for most UK investors, but the choice of funds is overwhelming. This is why we have consolidated our favourites into a single, balanced investment.
Ellen Powley and Roger Clark, Fund Managers
The UK stock market is home to many world-class companies. But there’s a huge variety of funds to choose from. This fund lets you leave the fund manager selection to us and add diversified UK exposure to a growth portfolio.
The fund invests with managers we think can add value by selecting great stocks, and we ensure the fund has exposure to a variety of investment styles, sectors and companies of differing sizes. This means the fund is positioned to perform well in a variety of market conditions and to deliver capital growth over the long term.
The majority of your money will be invested in shares. This makes the fund a medium to high-risk option. And as with most investments, you should plan to hold it for at least five years. If you're unsure whether investing is right for you, find out whether you should save or invest.
You’ll get a balanced mix of:
- Shares in larger UK companies with long-term growth potential.
- Some smaller UK companies offering higher-growth potential, but with increased risk.
- Overseas investments (up to 20% of the fund).
This fund has a holding in Hargreaves Lansdown plc through the underlying funds. This is outside of HL’s control.
Important information - The value of this fund and the income from it can still fall, so you could get back less than you invested, especially over the short term. If you are unsure of the suitability of any investment for your circumstances please contact us for advice. Tax rules can change and benefits depend on individual circumstances.
Yearly charge based on an example £1,000 investment:
HL platform fee
HL platform fee
The ongoing charge is taken directly from the fund. This covers the management of the fund and all expenses other than transactional fees which are charged on top of this, these costs are incurred by all funds when shares are bought or sold and are reflected in the fund’s price.
The HL platform fee is our charge for looking after your investments which won't be over 0.45% per year. Both of these charges will be payable if you want to hold the fund with HL, amounting to a maximum of just 1.76% in total per year. The above example assumes no growth.
This fund is managed by Hargreaves Lansdown Fund Managers Ltd, part of the Hargreaves Lansdown Group. If you invest, HL will receive the fund's management charge, as well as the platform fee.